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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Cambilis is a financial advisor at Circle Wealth Management, LLC, based in Summit, New Jersey. Theodore is a Certified Financial Planner and holds a Series 65 license. Theodore has been in the industry since July 2013 and has experience working in the financial services industry with PNC Bank and Circle Wealth Management. Theodore focuses on providing financial planning and investment advice to individuals and charitable organizations. Circle Wealth Management is a registered investment advisor firm with over $10 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
08/30/2016 - Present
Circle Wealth Management, LLC (SUMMIT NJ)
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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